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Create a survey

Once you've purchased the survey module, you can create a survey to collect more data about your customers or to get their feedback.

Fatma Abid avatar
Written by Fatma Abid
Updated over 3 weeks ago

When you create a survey, there is a set of processes that you need to follow to add questions, design, and publish it.

Create a survey

To create a survey, follow the steps below:

  1. Click the Survey module from the home page.

  2. Click Build Survey.

  3. Select your brand, write the survey name and description, then click Create.

Choose the survey questions

Once you've created the survey, follow the steps below to add questions:

  1. Click the Add Question icon.

  2. From the Questions section, drag the question. There are various types of questions:​​​​​

    • Questions:

      • Text entry.

      • Label.

      • Numeric entry.

      • Date.

      • Time.

      • Multiple choice: Only one or multiple responses.

      • Matrix of choices: Only one or multiple responses per row.

      • Name and address.

        • To enable the name and address question to create new contacts, select Create As Master Contact​​​​.

      • Feedback score.

      • Location.

      • Right to process data.

      • Marketing opt-in – Multi channel.

      • Marketing opt-in – All inclusive.

    • Upload Media:

      • Captcha

      • Upload Image

      • Upload Pdf

      • Upload Video

  3. Once the relevant questions are added, there is a set of mutual options:

    1. Fill in the question title using the standard formatting tools.

    2. If a question is mandatory, select Mandatory Question.

    3. After modifying each question, click Save Question.

Design your survey

To style your survey, follow these steps:

  1. Click the Survey Design icon.

    • To customise the survey style, click the Questions tab.

      • To have one question per page, click Use One Question Per Page.

      • Customise the questions' default style.

      • Customise the survey colours.

    • To customise the header and footer design, go to Header and Footer Bars tab.

    • To use a customised template style, go to the File Upload tab.

      1. Switch the Use Custom Style Template to be ON.

      2. To download the survey CSS file, by Default Custom Style Template, click the Download Template icon.

      3. Apply all the needed modifications to the downloaded CSS file, then save them on your side.

      4. Upload the updated CSS file by clicking Select Files and choosing that file.

    🤓Tip: There is a guiding document available for you or your design team, in case needed to help with explaining the codes you find in the downloaded CSS file. To review it, by Default Custom Style Template click the Download Template icon.

  2. Click Save Design.

Add rules to your survey questions if required

You can use show or hide rules to tailor questions based on each respondent’s answers. This makes the customer survey experience more engaging, while helping you collect more accurate insights for targeted campaigns and personalised follow-ups.

To hide or show a question based on the response of another question, follow the steps below:

  1. By the relevant question, click the Manage Rules icon.

  2. From the Display Conditions list, select Rule.

  3. For the Rule Type, select Show Rule or Hide Rule.

  4. Select the relevant option:

    • Hide/ show if any rule below is true.

    • Hide/ show if all of the rules below are true.

  5. Choose the question on which the rule is based on its reply.

  6. Choose answer selected or not selected and specify the Response Options.

  7. To add another option for a rule, click the add a new rule add.png icon, and to remove it click the Delete Rule - 2.png icon.

Modify the survey closure message

You can modify the message that displays to contacts who complete your survey.

To modify the closure message that displays for contacts who complete a survey, follow the steps below:

  1. From your survey, go to the Settings bar, then click the Launch Survey icon.

  2. In Text To Display On Completion Of Survey, update the message.

  3. At the bottom of the page, click Save.

Make your survey live

Once your survey is ready, you can set it live so that you can add it to your campaigns and check its data from the data tree data segmentation.

To make your survey live, follow these steps:

⚠️Important: Once a survey is live, you can't delete questions.

  1. Next to Build, click the Settings tab.

  2. Click Launch Survey, then click Publish.

  3. To see your survey or complete it, click the Preview icon.

Share your survey

Get your survey link for your website:

To get the link for your survey, follow the steps below:

  1. Click Settings, then click Share & Promote.

  2. From the available sharing options, click the copy to clipboard icon by the relevant sharing option:

    • Website first option: this option is to add it as a link on your website.

    • Website second option: this is to embed it as a HTML code in your website.

    • If you've added your Facebook or X pages, just select Click Here and manage the posting process.

Add your survey to your campaign

Once your survey is live, you can modify your draft campaign content, or create a new campaign to include the new survey link.

  1. From the campaign design, add the button that will have the survey link attached to it.

  2. Click within the button, from the tab that was displayed, on the General section, click the Add a link icon.

  3. Navigate to the Survey Link tab.

  4. By the relevant survey, click Add and use icon then click Apply

    icon.

  5. Save your updates on your campaign design, and send yourself a test if required.

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